25 East Pine Street,
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Vice President, LPL Financial Advisor
George has been providing investment advice and financial services to individuals and businesses in Platteville and the surrounding area since 1996. Having been in the investment field since 1990, and specializing in helping his clients work towards their retirement goals, he is able to provide them the guidance they need to pursue the retirement of their dreams.
George has earned numerous awards over the years. George currently lives in southwest Wisconsin with his wife Diane and two children, Ashley and Nicholas.
LPL Financial Advisor
Tyler graduated from UW-Platteville in 2006 with a B.S. in Business Administration and emphasis in Finance. While at UW-Platteville, Tyler joined Student Senate and the UW-P Investment Club where he was President for two years. He joined the Mound City Investment Services Group in April 2008 and strives to provide the highest level of client service and satisfaction. Tyler has a values based approach to financial planning and believes “you must take the time to personally know each individual customer if you are going to give them the best service possible.” He also has a passion for serving the communities where he works and is currently involved with the Mount Horeb Rotary, Dodgeville Chamber of Commerce and Iowa County Fair Board. When Tyler is not behind his desk or attending meetings, you can find him coaching youth sports and spending time with his wife, Christi, and family. You might even find him traveling back to his hometown of Casper, Wyoming where his family still resides.
Client Relationship Manager
Linda joined Mound City Investment Services in June of 2020. She attended Western Michigan University where she majored in Industrial Psychology and Human Resources. Linda has spent many years managing stores and believes that providing the best level of service to all her customers is the number one priority. When not working or visiting her kids, Linda is helping her husband Scott take care of their small farm of mini cattle.